10 Ways to Connect With Clients Using Your iPad

Pershing CIO Ram Nagappan shares his favorite ways to use an iPad to make presentations anytime, anywhere.

By Joyce Hanson|August 22, 2013 at 10:57 AM

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No question about it, smart tablets have become an essential business tool for many advisors, who keep looking for innovative ways to use them. It’s all about maximization and client engagement, says Pershing Chief Information Officer Ram Nagappan.

The CIO (left) for Pershing, a BNY Mellon company, introduced “10 Ways to Connect With Your iPad” at Pershing’s Insite 2013 conference in June. The popular conference, held annually at the Westin Diplomat in Hollywood, Fla., provides a forum for new NetX360 users to learn about platform updates.

But it also provides a good space for advisors and tech experts to share ideas and information about how they’re using their favorite gadgets, according to Nagappan.

The CIO noted back in May that a significant portion of BNY Mellon’s $2 billion technology budget goes to Pershing, and those funds give the unit the freedom to conduct extensive research and development projects for its NetX360 platform. At the same time, Pershing employs dozens of beta geeks who study tech trends – including the latest in mobility.

“We have pinpointed 10 ways for advisors to collaborate using their iPads,” Naggapan said in May. “Consumers are getting technology from the manufacturer even before enterprises do, and that gap is widening. Advisors’ clients are demanding that NetX360 matches and exceeds what they’re already experiencing with their own technology, and that includes smart tablets such as the iPad.”

Go to the following pages to learn about 10 of Pershing’s favorite ways for advisors to connect with clients, remotely or in person, using their iPads. Pershing also has developed a capability for NextX360 on the Microsoft Surface Pro tablet, and it plans to move forward with Android tablet capability as well. (All images provided by Pershing.)

Use an Apple VGA/HDMI adaptor to connect a projector to your iPad to display exactly what you see on your device on the big screen for a truly impressive presentation experience.

2) TV via HDMI Cable, in Person

Use an Apple VGA/HDMI adaptor to display on an HD TV exactly what is on your iPad. This is a great way to present in your office or in a client’s home.

3) TV via Apple TV, in Person

For office meetings, you can use Apple TV, connected to the same WiFi as your iPad, to display exactly what is on your iPad on an HD TV.

4) Monitor via Reflector, in Person

By using the Reflector software, while your laptop and iPad are on the same WiFi network, you can display exactly what is on your iPad to your laptop to better visualize with a client.

5) Monitor via Reflector, Remote

By using the Reflector software, while your laptop and iPad are on the same WiFi, you can use your laptop to display whatever Internet sites you access on your iPad. You can then reach remote clients through online meeting software.

6) iPad With Conference Pad, in Person

For in-person client meetings, with one or multiple participants, the Conference Pad app can be leveraged to display exactly what is on your iPad on each participant’s iPad.

7) iPad With Anywhere Pad, in Person

For in-person client meetings, with one or multiple participants, the Anywhere Pad app can be leveraged to display exactly what is on your iPad on each participant’s iPad, with features such as real-time annotations and a laser pointer.

8) iPad With Anywhere Pad, Remote

For remote client meetings, the Anywhere Pad can send whatever is on your iPad to each participant’s iPad. The Anywhere Pad can also include features such as real-time annotations and a laser pointer.

9) Online Meeting Tools, Remote

For remote client meetings, you can also use online tools such as WebEx and GoToMeeting to display what is on your iPad on each participant’s iPad.

10) Advisor iPad, NetX360 Presentation View, in Person

For in-person client meetings, switch your iPad to Presentation View to lock the app to a particular household or client account and display your client’s portfolio and related documents.

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